Let Wealth by Tandia help you curate a long-term financial plan and investment portfolio that measures up to your unique financial goals. Whether you’re saving for the future, preparing to buy your first home, or thinking about protecting your estate, our range of Wealth Services can help you achieve the level of financial comfort you aspire to.
Wealth by Tandia in partnership with Aviso Wealth Inc. offers you the support and guidance of a full-service brokerage Qtrade Advisor or the independent option with Qtrade Direct InvestingTM. Choose the investing style option that's most comfortable for you.
Owned by the credit unions, Aviso Wealth is one of Canada's largest independent wealth management firms, serving 375,000+ members at 150 credit unions across Canada. With over 25 years as the wealth management provider to credit unions across Canada, Aviso Wealth provides a complete wealth offering that includes a wide range of investments with a focus on retirement planning, responsible investing, tax and estate strategies, business transition planning and more.
Tandia and Aviso Wealth work together for you. We bring holistic wealth planning and advice through experienced advisors and Aviso Wealth provides wealth management solutions, dealer services and back-office administration.
What investment solutions should you choose? What are your cash flow needs, time horizon and desired level of risk and return? Are you better off with a TFSA or RRSP? Beyond all of that, what tax considerations should be made? An Investment Advisor will work with you to explore these questions and help you create a financial plan and investment strategy that makes the most of your money.
Whether you’re preparing to retire in the next few years or it is still decades away, a qualified Investment Advisor can sit down with you to devise a strategy that will see you achieve your chosen retirement lifestyle. Have a conversation about RRSPs and if they make sense for participants of a defined benefit pension plan. Take advantage of a consultation on options presented to you by OMERS, HOOPP or OTPP -- pension plans on which our Investment Advisors are very knowledgeable. They can also help you determine the best time to apply for CPP, and how to use a Gratuity in your favour.
It’s important to minimize taxes and preserve your assets, making sure to balance risk and reward along the way. Get expert tips and advice from an Investment Advisor for added peace of mind.
Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. and Credential Asset Management Inc.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.
It’s challenging to predict the future, but that doesn’t mean you can’t be prepared for it. With a full library of investment products and expert advice to help make sense of them, Wealth by Tandia can help you build a financial plan that’s tailored to your unique financial goals and gets your money working for you.
Whether you’re saving towards a field trip of your own, looking for your first home, planning your retirement or preparing to protect your estate, Wealth by Tandia can help you prepare for the road ahead.